India’s open-market buybacks will be judged by the price companies pay

SEBI’s decision to restore exchange buybacks gives companies more flexibility. The benefit to continuing shareholders depends on execution price and what the cash would otherwise earn.

The RBI’s June pause buys time to see how far the oil shock spreads

India’s central bank has raised its inflation forecast and lowered its growth outlook. The case for a rate increase turns on how widely higher costs spread.

India’s new insolvency route can preserve more value if lenders act early

Keeping India’s 4% inflation target makes sense through an oil shock

India’s small current-account deficit masks a larger shift in financing

Services and transfers absorbed most of the deterioration in goods trade. A swing in portfolio flows and reserve transactions tells a different story about financing.

The UK–India trade deal’s real test is whether firms can use it

The UK–India trade agreement opens up real export opportunities. India should judge it by which firms claim the preference, win additional orders and expand production.

India’s current-account surplus conceals a widening non-oil trade gap

India’s higher gold duty faces a test in tonnes, premiums and recycling

India’s Budget makes a credible capex bet. Execution will decide the return.

The Union Budget raises planned capital spending while narrowing the deficit target. The return depends on execution, how states use the funds and whether completed assets unlock private investment.

India’s 8% nominal growth estimate leaves the deficit maths largely intact

Comparing the January GDP estimate with the original Budget requires matching the two data vintages. The denominator has barely changed. The pressure is on tax receipts and spending choices.

India’s government is spending like there’s no tomorrow

An all-India rail freight licence needs reliable access to tracks and terminals

India is simplifying licences for container trains. Lower logistics costs depend on whether operators can run reliable services and fill trains in both directions.

India’s chemical parks should compete on the cost of safe production

BHAVYA Rasayan can lower the fixed cost of making chemicals in India. Its value depends on useful common infrastructure and who bears the cost of pollution control.

India’s semiconductor subsidies should buy qualified suppliers and repeat orders

India’s airline loan guarantees need a route-level test

India’s rural employment guarantee needs to count requests for work

The new rural jobs law offers 125 days per household. Its effectiveness as income insurance depends on whether requests are registered, work is offered and wages arrive on time.

India should measure ration reform by the grain households receive

India’s SARTHAK-PDS scheme puts logistics, ration-shop incentives and authentication in one programme. Its test is how much grain eligible households actually take home.

India’s kharif support prices matter most where farmers can sell at them

India’s rural roads programme should pay for reliable journeys

India’s green hydrogen certificate is only as credible as its power records

India’s new certification portal can make clean hydrogen easier to buy. Its value depends on verifiable power use, credible emissions records and demand from industrial buyers.

India’s small hydro subsidy should pay for dependable power

The Cabinet plans to support about 1,500 MW of small hydro. The public return depends on when plants deliver electricity, the alternatives available to remote grids and the health of the rivers involved.

The IEA can release oil stocks. India still has to solve its LPG bottleneck.

Cheaper power for Indian factories needs a credible plan to fund subsidies

A deeper look at the Israel–Palestine conflict

While one could go back hundreds of years to understand the origin of the Israel- Palestine conflict, looking at 20th century history of the region provides clear explanations. From the end of the first world war, to today, we explore the geopolitics of this conflict country.

Understanding what ails the Greek economy

To understand why Greece has been in a recession longer than any other country in modern history, one must look closely at the structural problems in the Greek economy and its evolution

Why hasn’t investment picked up in Greece?

How bad is the Greek labour market?